Projects
Plan, track, and review client delivery engagements.
Projects
Projects are the main place where client delivery work is planned, tracked, and reviewed.
Navigation
- All projects: /projects
- Budget dashboard: /projects/budget
- Templates: /project-templates
- Project settings:
/projects/{id}/settings
Open Projects from the main sidebar.
What a Project Contains
A project can include:
- Account/client.
- Status and health.
- Start and end dates.
- Billing type and rate card.
- Phases and milestones.
- Tasks and dependencies.
- Project team members.
- Time entries.
- Expenses.
- Invoices.
- Conversations and files.
- Status updates.
- Client portal visibility.
Project detail tabs can include Overview, Insights, Tasks, Plan, Timeline, Time, Milestones, Budget, Team, Resources, Files, Emails, Conversations, Portal, and Activity.
Project List Fields
For exact required fields, accepted values, relationships, and validation rules, see Projects Field Reference.
| Field | Meaning |
|---|---|
| Project name | The delivery engagement or initiative name. |
| Account | The customer linked to the project. |
| Owner | The person accountable for delivery. |
| Status | The project lifecycle stage. |
| Health | Delivery condition, such as on track or at risk. |
| Start and end dates | Planned delivery window. |
| Progress | Completion or delivery progress. |
| Budget | Planned budget, cost, revenue, or margin context when enabled. |
| Billing type | How the project is billed. |
Billing Types
A project can be billed as:
- Fixed.
- Time and materials.
- Retainer.
- Subscription support.
- Non-billable.
Retainer and subscription support can include hours, fees, periods, and rollover. Configure these on the project settings page.
Project Status and Health
Project status describes the lifecycle stage, such as active, on hold, completed, or cancelled.
Project health describes delivery condition, such as on track, at risk, or off track.
| Signal | Use it when |
|---|---|
| On track | Work is progressing as expected. |
| At risk | Scope, timeline, budget, staffing, or quality may be affected. |
| Off track | Intervention is needed. |
| On hold | Work is paused and should not be treated as active delivery. |
| Completed | Delivery is finished. |
Budgets
Each project can have fee, hours, and total budgets, a date range, and 80% / 100% alerts.
The portfolio view at /projects/budget shows burn across projects: over, at risk, on track, or no budget.
Capture planned vs actual baselines from a report viewer with Capture baseline. There is no separate baselines page under Projects.
Common Workflows
Create a Project
- Open Projects.
- Create a new project.
- Select the client account.
- Add dates, owner, billing type, budget, and visibility settings.
- Add phases, milestones, and tasks.
- Assign team members.
To start from a reusable structure, see Create a Project from a Template.
Review a Project
Check:
- Project health.
- Open and overdue tasks.
- Upcoming milestones.
- Logged time.
- Budget or billing status.
- Risks and blockers.
- Recent status updates.
Update Project Health
Use health to communicate risk clearly:
- On track: work is progressing as expected.
- At risk: there are issues that may affect scope, timeline, budget, or quality.
- Off track: the project needs intervention.
Manage Project Team
- Open the project.
- Review assigned team members, roles, skills, and capacity.
- Add or remove members based on delivery need.
- Confirm assignments before creating tasks or allocating time.
Request Milestone Approval
- Open the project Milestones tab.
- Select the milestone.
- Request approval.
- The request appears in Approvals.
Review Portfolio Budget
- Open /projects/budget.
- Filter to the projects you care about.
- Check over, at risk, and on-track burn.
- Open a project Budget tab to adjust caps or alerts.
Permissions
Project visibility and actions depend on your role. If you cannot see budgets, invoices, resources, or settings on a project, ask an administrator to review your permissions and enabled modules.